Frequently Asked Questions

We work with a variety of public-sector clients, including U.S. states, municipalities, counties, special districts, and other local government agencies, especially those seeking clarity, accountability, and long-term sustainability in their financial operations. Currently serving U.S. public-sector, small business, and nonprofit clients in New York and California, virtually and in person.

We also work with individuals across the U.S. who want coaching to navigate life changes, build lasting financial skills, and align their money with their goals and values.

We offer finance and accounting consulting services, including but not limited to:

• Fractional CFO services
• Integrated Strategic & Financial Planning
• Cashflow Forecasting
• Long-Term Financial Planning
• Bond Issuance Preparation and Support
• Budget development
• Financial reporting
• Audit preparation
• Board development
• Policy creation
• Debt management
• ERP transition support
• Compliance consulting

Learn more about our Municipal Finance & Accounting Consulting and Financial Training & Leadership Coaching services.

Additionally, we offer financial coaching, mentoring, and training tailored to individual and organizational needs. Connect with us on the contact page to discuss individual coaching.

We combine technical expertise with a coaching mindset. We don’t just solve problems—we empower people and organizations to build lasting financial confidence. Whether you're a nonprofit board member or a small-town finance director, we meet you where you are.

Yes. We offer in-person financial consulting and accounting services to clients in New York’s Southern Tier and surrounding areas. We also serve clients in California and virtually across the U.S., and are available to travel for select engagements.

Absolutely. We guide you through document preparation, internal control assessments, and auditor communications. Our goal is to reduce stress and strengthen systems for smoother audits in the future.

We offer one-on-one or small group coaching, designed to improve financial literacy, decision-making, and confidence. We work with individuals, leadership teams, and boards—no jargon, no judgment—just clear, practical guidance.

How financial coaching differs from financial advising

Financial coaching focuses on building your financial skills, confidence, and habits through education, goal-setting, and support. Unlike financial advising, which often centers on managing investments, coaching helps you understand your money, make informed decisions, and take meaningful action—no product sales, just practical guidance tailored to your real-life goals.

We do not offer, and our financial coaching services are not a substitute for, financial, investment, tax, legal, or other professionally licensed services or advice; in addition to any financial coaching you receive, we recommend consulting with your own financial or investment advisor, accountant, or other licensed professional, as you are responsible for determining what is best for your unique situation.

Yes! We specialize in finance and accounting training, as well as compliance consulting, for community organizations. Whether you need help setting up financial systems or understanding fund accounting, we create relevant, engaging, and accessible training that fits your needs.

Yes. We provide financial leadership coaching for individuals stepping into new roles and offer on-call subject matter expertise and behind-the-scenes support during times of change. We help maintain continuity while building internal capacity.

We start by listening—really listening—to understand your goals, challenges, and team capacity. Then we design practical, right-sized solutions that fit your culture, community, and current stage of growth. Whether you need a quick fix or long-term support, we adjust our roles to serve as a partner, guide, or coach—whatever you need most.

Yes. We work closely with organizations to build thoughtful, realistic budgets and long-term financial plans that reflect your mission, values, and operational goals. Whether you're navigating funding shifts or planning for growth, we ensure your planning process is both compliant and strategic.

Yes. We offer financial leadership during ERP transitions—from selecting the right system to redesigning your chart of accounts, documenting workflows, and training staff. Our goal is to help you build systems that are efficient, transparent, and future-ready.

We do. We offer hands-on training and expert financial coaching for staff at all levels—finance teams, non-finance teams, executive leadership, and even board members. Whether it’s understanding compliance, strengthening day-to-day processes, or developing leadership skills, we tailor every session to your needs.

Just reach out through the contact page or email to schedule a time to talk. We’ll discuss your needs, see if we’re a good fit, and outline potential next steps.